1998 fixed-income funds
Rank Fund Portfolio net assets ($M) 1 BIF Money Fund (CMEXX) $54,171.5 2…
2013 fixed-income funds
Rank Fund Portfolio net assets ($M) 1 Pimco Total Return Fund Institutional (PTTRX)…
1998 equity funds
Rank Fund Portfolio net assets ($M) 1 Fidelity Magellan Fund (FMAGX) 83,552.1 2…
2013 equity funds
Rank Fund Portfolio net assets ($M) 1 Vanguard Total Stock Market Index Fund…
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Top fee-only RIAs with 500+ financial planning clients
Rank Firm Total assets ($M) Total accounts Discretionary assets ($M) Discretionary accounts Nondiscretionary…
Separately managed accounts: 1Q
U.S. large-cap equity Product 1Q return 1-year return 3-year…
Wirehouse snapshot: Q1 2013
Financial advisers Wirehouse 1Q 2013 % change vs. 4Q…